Anic Equity¶
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Total return since start: 0.569 %¶
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Equity now: -----------------------------> 47914.78 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46519.83 Kr¶
PnL: ---------------------------------------> -368.74 Kr¶
DD now: ---------------------------------> -1.471 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 11:38:43.237061'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 3.470000 | 3255.200000 | 284.200000 | 9.570000 | 2971.000006 |
| HEBA B | 70 | 2.920000 | 2835.000000 | 199.000000 | 7.550000 | 2636.000010 |
| Corem Property Group B | 59 | 2.400000 | 628.350000 | 51.350000 | 8.900000 | 576.999999 |
| AcadeMedia | 12 | 1.440000 | 601.800000 | 44.800000 | 8.040000 | 557.000004 |
| Boozt | 12 | 0.360000 | 1692.000000 | 38.000000 | 2.300000 | 1653.999996 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.230000 | 392.900000 | 37.900000 | 10.680000 | 355.000000 |
| MedCap | 2 | 2.470000 | 456.000000 | 35.000000 | 8.310000 | 421.000000 |
| OEM International B | 7 | 1.540000 | 554.400000 | 26.400000 | 5.000000 | 527.999997 |
| HMS Networks | 2 | 2.020000 | 698.600000 | 25.600000 | 3.800000 | 673.000000 |
| Resurs Holding | 22 | -0.290000 | 599.280000 | 25.280000 | 4.400000 | 573.999998 |
| SAAB B | 8 | -1.120000 | 3401.600000 | 24.600000 | 0.730000 | 3377.000000 |
| Intrum | 4 | 2.200000 | 547.800000 | 20.800000 | 3.950000 | 527.000000 |
| Coor Service Management Hold. | 8 | 2.840000 | 550.400000 | 18.400000 | 3.460000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 2.040000 | 578.550000 | 16.550000 | 2.940000 | 562.000005 |
| Norva24 Group | 16 | -0.340000 | 558.080000 | 15.080000 | 2.780000 | 543.000000 |
| Eastnine | 4 | -0.790000 | 504.800000 | 13.800000 | 2.810000 | 491.000000 |
| Karnov Group | 9 | -0.170000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| FM Mattsson Mora Group B | 50 | -1.510000 | 2930.000000 | 3.000000 | 0.100000 | 2927.000000 |
| CTEK | 13 | 1.300000 | 536.900000 | 2.900000 | 0.540000 | 533.999999 |
| Swedbank A | 3 | -0.210000 | 566.100000 | 2.100000 | 0.370000 | 564.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.590000 | 247.200000 | 1.200000 | 0.490000 | 246.000000 |
| Creaspac SPAC | 6 | 0.000000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Securitas B | 6 | 1.090000 | 570.120000 | 0.120000 | 0.020000 | 570.000000 |
| Handelsbanken A | 5 | 0.000000 | 544.000000 | -2.000000 | -0.370000 | 546.000000 |
| Midsona B | 63 | 3.490000 | 579.600000 | -3.400000 | -0.580000 | 582.999984 |
| Essity B | 2 | -1.490000 | 568.800000 | -5.200000 | -0.910000 | 574.000000 |
| Essity A | 4 | -0.870000 | 1140.000000 | -9.000000 | -0.780000 | 1149.000000 |
| Nordea Bank Abp | 29 | -0.120000 | 3444.620000 | -9.380000 | -0.270000 | 3453.999992 |
| Sampo Oyj SDB | 7 | -0.550000 | 3822.000000 | -28.000000 | -0.730000 | 3850.000000 |
| International Petroleum Corp. | 5 | 2.650000 | 562.500000 | -32.070000 | -5.390000 | 594.565215 |
| Vivesto | 1368 | -2.850000 | 540.630000 | -72.370000 | -11.810000 | 612.999432 |
| Axfood | 13 | 0.280000 | 3671.200000 | -84.800000 | -2.260000 | 3756.000001 |
| OX2 | 18 | -0.190000 | 1446.300000 | -217.700000 | -13.080000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.300000 | 3496.500000 | -314.500000 | -8.250000 | 3810.999990 |
| Ovzon | 52 | 0.000000 | 2880.800000 | -481.200000 | -14.310000 | 3361.999992 |
| TOTAL | 46519.830000 | -368.740000 | -1.47052% | 46888.564618 |
Updated:¶
'2023-01-23 11:38:55.623613'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
